증권 기록 · 과거 분기 (아카이브)
IYG
iShares U.S. Financial Services ETF · Financial Services · Asset Management
54추적 보유자
+3Δ 보유자
8.52M보유 주식 수
$771.26M보고 가치
+4신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +5.9% ·
주식 흐름 -0.7% ·
순 신규 포지션 +5.6%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +3 | 8.52M | $771.26M | +4 | −1 |
| Q1 2026 | 52 | +2 | 8.60M | $709.15M | +5 | −3 |
| Q4 2025 | 50 | -1 | 8.37M | $771.74M | — | −1 |
| Q3 2025 | 6 | 0 | 2.84M | $254.79M | +1 | −1 |
| Q2 2025 | 3 | 0 | 76.72K | $6.57M | +1 | −1 |
| Q1 2025 | 2 | 0 | 6.42K | $504,213 | — | — |
| Q4 2024 | 2 | -1 | 7.31K | $568,948 | — | −1 |
| Q3 2024 | 3 | -1 | 43.17K | $3.07M | — | −1 |
| Q2 2024 | 4 | — | 77.36K | $5.04M | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.39M | +34.3% | $125.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 1.39M | +34.3% | $125.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.22M | -12.1% | $110.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.22M | -12.1% | $110.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.22M | -12.1% | $110.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.22M | -12.1% | $110.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.22M | -12.1% | $110.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.22M | -12.1% | $110.86M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 1.22M | -1.9% | $110.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.09M | +5.2% | $98.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 1.09M | +5.2% | $98.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1.09M | +5.2% | $98.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 1.09M | +5.2% | $98.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 1.09M | +5.2% | $98.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.09M | +5.2% | $98.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 479.88K | +2.0% | $43.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 479.88K | +2.0% | $43.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 479.88K | +2.0% | $43.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 461.18K | +2.4% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 461.18K | +2.4% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 461.18K | +2.4% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | LPL Financial LLC | 448.68K | -4.0% | $40.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 436.10K | +3.9% | $39.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 436.10K | +3.9% | $39.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 436.10K | +3.9% | $39.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 436.10K | +3.9% | $39.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 436.10K | +3.9% | $39.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 344.92K | -2.9% | $31.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 344.92K | -2.9% | $31.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 344.92K | -2.9% | $31.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 344.92K | -2.9% | $31.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 193.65K | +3.3% | $17.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 193.65K | +3.3% | $17.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 193.65K | +3.3% | $17.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Two Sigma Investments ✦ | 155.40K | -16.9% | $14.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 145.84K | -26.9% | $13.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | UBS Group AG | 111.80K | +0.6% | $10.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | UBS Group AG | 111.80K | +0.6% | $10.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | UBS Group AG | 111.80K | +0.6% | $10.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Stifel Financial Corp | 96.85K | -0.4% | $8.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 84.05K | +8.6% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 84.05K | +8.6% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 84.05K | +8.6% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank Of Nova Scotia | 72.60K | 0.0% | $6.57M | 0.0% | Held | 3 | SEC ↗ |
| 45 | Truist Financial Corp | 57.13K | -3.8% | $5.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Truist Financial Corp | 57.13K | -3.8% | $5.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Jones Financial Companies Lllp | 50.14K | +8.8% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Cetera Investment Advisers | 47.83K | -6.2% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Commonwealth Equity Services, Llc | 38.87K | +1.4% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | HighTower Advisors, LLC | 36.56K | -1.6% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Mariner, LLC | 35.20K | -4.1% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Mml Investors Services, Llc | 26.74K | -88.1% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 24.67K | +1.3% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Susquehanna International Group, Llp | 24.32K | +27.9% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Captrust Financial Advisors | 23.40K | +0.3% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Creative Planning | 21.78K | -5.5% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Fifth Third Bancorp | 20.23K | +1.5% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Blair William & Co/Il | 18.97K | +731.4% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 16.70K | +0.5% | $1.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 16.70K | +0.5% | $1.51M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 61 | Brown Advisory Inc | 13.10K | 0.0% | $1.19M | 0.0% | Held | 3 | SEC ↗ |
| 62 | Brown Advisory Inc | 13.10K | 0.0% | $1.19M | 0.0% | Held | 3 | SEC ↗ |
| 63 | Qube Research & Technologies Ltd | 11.46K | 신규 | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 64 | Us Bancorp \De\ | 10.81K | -4.2% | $978,215 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Us Bancorp \De\ | 10.81K | -4.2% | $978,215 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Us Bancorp \De\ | 10.81K | -4.2% | $978,215 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Baird Financial Group, Inc. | 10.36K | -1.4% | $937,178 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Baird Financial Group, Inc. | 10.36K | -1.4% | $937,178 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Mercer Global Advisors Inc /Adv | 10.20K | +23.3% | $922,617 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Northwestern Mutual Wealth… | 9.84K | +0.5% | $890,257 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Cerity Partners LLC | 8.26K | +18.8% | $747,402 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Cerity Partners LLC | 8.26K | +18.8% | $747,402 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Focus Partners Wealth | 7.99K | +8.2% | $722,784 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Wealth Enhancement Advisory… | 7.25K | +1.3% | $678,426 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Quantinno Capital Management LP | 6.39K | -10.7% | $578,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Point72 Asset Management ✦ | 6.02K | +31.4% | $544,268 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Rockefeller Capital Management L.P. | 5.93K | +10.8% | $536,264 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 5.93K | +10.8% | $536,264 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Northern Trust Corp | 5.12K | -4.0% | $462,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Lido Advisors, LLC | 3.34K | +3.7% | $301,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Nuveen, LLC | 2.65K | 신규 | $239,927 | 0.0% | New | 1 | SEC ↗ |
| 82 | Corient Private Wealth LP | 2.47K | 신규 | $223,113 | 0.0% | New | 1 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 2.30K | -1.6% | $207,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 2.30K | -1.6% | $207,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Pnc Financial Services Group, Inc. | 2.30K | -1.6% | $207,809 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Allspring Global Investments… | 1.05K | 0.0% | $97,566 | 0.0% | Held | 3 | SEC ↗ |
| 87 | Citigroup Inc | 850 | 0.0% | $76,900 | 0.0% | Held | 3 | SEC ↗ |
| 88 | TD Waterhouse Canada Inc. | 603 | 신규 | $55,639 | 0.0% | New | 1 | SEC ↗ |
| 89 | UBS AM, a distinct business unit of… | 340 | -83.1% | $30,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | BlackRock ✦ (패시브) | 254 | +122.8% | $22,979 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 91 | Russell Investments Group, Ltd. | 120 | 0.0% | $10,856 | 0.0% | Held | 2 | SEC ↗ |
| 92 | Assetmark, Inc | 23 | 0.0% | $2,081 | 0.0% | Held | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Qube Research & Technologies… | $1.04M | 0.0% |
| Nuveen, LLC | $239,927 | 0.0% |
| Corient Private Wealth LP | $223,113 | 0.0% |
| TD Waterhouse Canada Inc. | $55,639 | 0.0% |
청산됨
| Bnp Paribas Financial Markets | $4.14M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 263 보유 기관, 16.80M 주식, $1.37B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
방법론 ·
API를 통해 조회